The Unz Review • An Alternative Media Selection$
A Collection of Interesting, Important, and Controversial Perspectives Largely Excluded from the American Mainstream Media
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How China Will Disrupt the AI Industry
China’s AI strategy is the same with every industry – winning by changing its economics
• March 22, 2025
• 900 Words • 39 Comments • Reply
Since I published the three-part essays on key trends of China’s AI development, I have met with a few VCs heavily involved in AI investment in the country. From the conversations, an outline of Chinese AI companies’ strategy became clear and it dovetailed into my predictions. In short, AI players in China intend to succeed... Read More
Part 3 - Predicting What Comes After DeepSeek
• March 14, 2025
• 1,400 Words • 50 Comments • Reply
I discussed that embodied AI, vertical AI applications across industries, and mass adoption of low-cost AI are the main trends coming out of China in the coming 2 or 3 years. The underlying assumption of my forecast is China will have the capability to lead the AI development despite US attempt at holding back its... Read More
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Predicting What Comes After DeepSeek
Part 2 of three
• March 12, 2025
• 2,300 Words • 154 Comments • Reply
In earlier section, I discussed that embodied AI, i.e. robots and humanoid, will be among the next big AI moves out of China. I believe another major trend will be application of AI technologies in vertical industries that have yet to be affected by the horizontal foundational LLMs, let alone experiencing broad adoption of AI... Read More
What Comes After DeepSeek? Predicting China’s Next Big AI Moves.
Part one of three
• March 12, 2025
• 1,200 Words • 15 Comments • Reply
The ripple effects of DeepSeek’s launch of its V3 and R1 models in late January is still being felt. Compared with the expensively developed LLMs from OpenAI, Meta, and Google, DeepSeek is cost efficient, high performance, and open source. Other tech giants and AI startups in China have also rolled out additional LLM and reasoning... Read More
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The US Is Reeking of the Smell of Fear
• January 31, 2025
• 1,100 Words • 307 Comments • Reply
DeepSeek, a Chinese AI startup, has sent a shockwave through the US tech industry and Wall Street in the last week. Its LLM R1, trained under $6 million and 2 months, has outperformed the latest offerings from OpenAI, Meta, Google and Microsoft, who have spent tens of billions and years on their models. The DeepSeek... Read More
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